Gofen & Glossberg’s Sysco SYY Stock Holding History

Gofen & Glossberg’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$492K	Buy	6,436 +2,020	+46%	+$163K	0.01%	344
2022 Q3	$312K	Buy	4,416 +161	+4%	+$13.4K	0.01%	401
2022 Q2	$360K	Hold	4,255	–	–	0.01%	382
2022 Q1	$347K	Hold	4,255	–	–	0.01%	410
2021 Q4	$334K	Sell	4,255 -24	-0.6%	-$1.85K	0.01%	426
2021 Q3	$336K	Sell	4,279 -2,042	-32%	-$156K	0.01%	413
2021 Q2	$491K	Buy	6,321 +66	+1%	+$5.33K	0.01%	341
2021 Q1	$493K	Hold	6,255	–	–	0.01%	331
2020 Q4	$464K	Hold	6,255	–	–	0.01%	318
2020 Q3	$389K	Buy	6,255 +1,700	+37%	+$98.9K	0.01%	326
2020 Q2	$249K	Sell	4,555 -25	-0.5%	-$1.31K	0.01%	382
2020 Q1	$209K	Buy	4,580 +25	+0.5%	+$1.73K	0.01%	389
2019 Q4	$390K	Hold	4,555	–	–	0.01%	333
2019 Q3	$362K	Hold	4,555	–	–	0.01%	329
2019 Q2	$322K	Hold	4,555	–	–	0.01%	346
2019 Q1	$304K	Buy	+4,555	New	+$296K	0.01%	348
2014 Q2	–	Sell	-1,675	Closed	-$60K	–	496
2014 Q1	$60K	Hold	1,675	–	–	﹤0.01%	487
2013 Q4	$60K	Hold	1,675	–	–	﹤0.01%	490
2013 Q3	$53K	Hold	1,675	–	–	﹤0.01%	466
2013 Q2	$57K	Buy	+1,675	New	+$57.7K	﹤0.01%	443

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Gofen & Glossberg's SYY Position: Q4 2022 in Review

Gofen & Glossberg increased its Sysco (SYY) stake by 46% in Q4 2022, buying an estimated $163K and bringing the position to 6,436 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #344.

Gofen & Glossberg first reported a position in SYY in Q2 2013 and has held it in 20 quarters since. The position peaked at $493K in Q1 2021. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Gofen & Glossberg held 6,436 shares of Sysco worth $492K as of Q4 2022.
Gofen & Glossberg bought 2,020 Sysco shares in Q4 2022, an estimated $163K.
Sysco made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #344 holding.
Gofen & Glossberg first reported a position in Sysco in Q2 2013 and has held it in 20 quarters since.
Gofen & Glossberg's Sysco position peaked at $493K in Q1 2021.
1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.